PROVIDING CUSTOMIZED SERVICES

FOR DISCERNING CLIENTS

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager

MIKE KANNER

CRPS, CRPC, AAMS, AIF President, The Kanner Group Financial Advisor, RJFS

 

“An investment in knowledge pays the best interest.”

– Ben Franklin

Mike Kanner is the president of The Kanner Group and Financial Advisor with Raymond James Financial Services. Mike has invested heavily in building out his knowledge of many facets of the financial world. He holds multiple distinguished designations including the Chartered Retirement Plan Specialist CRPS®, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist and Accredited Investment Fiduciary. His keen interest in the relation between human emotion and personal finance drove him to pursue a Master’s Degree in Behavioral Economics.

Mike has been acknowledged in many top-ranking lists for Financial Advisors, most recently in the Forbes 2022 Best-In-State Wealth Advisors where he was listed #71 for Florida.

Mike received his Bachelor’s Degree in Economics from Elon University in North Carolina. During college he interned with Legg Mason Wood Walker, Inc. He also had the unique opportunity of studying abroad in Europe where he learned about the European transition from independent currencies to the Euro.

After graduating from Elon, Mike began his career with Edward Jones Investments in the St. Louis, Missouri headquarters where he completed a two-year broker training program. Upon completion of the program in 2003 Mike started his career as a Financial Advisor in Vero Beach, Florida where he resides today.

During his time away from the office, Mike enjoys spending time on his farm with his wife Cami. Their 10-acre farm is a haven for their horses, chickens, bees, dogs and cats. Mike is also an avid Jujitsu trainer and has won many tournaments around the country. Mike is a supporter of numerous national and local charities.

MICHAEL KANNER

CRPS, CRPC, AAMS, AIF President, The Kanner Group Financial Advisor, RJFS

“An investment in knowledge pays the best interest.”

– Ben Franklin

Mike Kanner is the president of The Kanner Group and Financial Advisor with Raymond James Financial Services. Mike has invested heavily in building out his knowledge of many facets of the financial world. He holds multiple distinguished designations including the Chartered Retirement Plan Specialist CRPS®, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist and Accredited Investment Fiduciary. His keen interest in the relation between human emotion and personal finance drove him to pursue a Master’s Degree in Behavioral Economics.

Mike has been acknowledged in many top-ranking lists for Financial Advisors, most recently in the Forbes 2022 Best-In-State Wealth Advisors where he was listed #71 for Florida.

Mike received his Bachelor’s Degree in Economics from Elon University in North Carolina. During college he interned with Legg Mason Wood Walker, Inc. He also had the unique opportunity of studying abroad in Europe where he learned about the European transition from independent currencies to the Euro.

After graduating from Elon, Mike began his career with Edward Jones Investments in the St. Louis, Missouri headquarters where he completed a two-year broker training program. Upon completion of the program in 2003 Mike started his career as a Financial Advisor in Vero Beach, Florida where he resides today.

During his time away from the office, Mike enjoys spending time on his farm with his wife Cami. Their 10-acre farm is a haven for their horses, chickens, bees, dogs and cats. Mike is also an avid Jujitsu trainer and has won many tournaments around the country. Mike is a supporter of numerous national and local charities.

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.